Japan Stocks 'Interesting Place to Be,' SocGen's Benzimra Says

The video discusses the cautious sentiment in the Japanese market, with limited optimism and the Bank of Japan being the primary buyer of equities. Despite a loose policy mix and a sales tax hike, the market is expected to recover, similar to the post-2014 scenario. The yen's stability supports Japanese corporates. Investment opportunities arise from labor shortages and low valuations, particularly in domestic machinery and automation sectors.

What opportunities exist in Japan's market despite the labor shortage?

What factors contribute to Japan being considered a value market?